Skip to content
  • Call 24/7 (602) 910-4068
Contact Us
  • 24/7

(602) 932-3187

estate planning law firm
  • Home
  • Start Here
    • Becoming a Client
    • Our Story
    • Our Approach & Values
    • Meet the Team
    • Client Testimonials
  • PROTECT MY FAMILY
    • Estate Planning
    • Wills and Trusts
    • Power of Attorney
    • Deeds & Real Estate Transfers
  • Specialized Planning
    • Minor Children
    • Special Needs Trusts
    • Asset Protection Planning
    • Irrevocable Trusts
  • Elder Care
    • Long term Care
    • Medicaid (ALTCS)
    • Guardianship
  • Probate
    • Do I Need Probate?
    • Avoiding Probate
    • Trust Administration
  • Business Planning
    • Business Formations
    • Business Succession Planning
    • Operating Agreements
    • Employment Agreements
  • Resources
    • Estate Planning Blog
      • Estate Planning
      • Elder Law
      • Probate
      • Business Succession
      • Guardianship
    • Videos & Recordings
    • Seminars & Webinars
    • Free Estate Planning Masterclass
    • Educational Library
    • Estate Planning Resources For Professional Advisors
    • FAQs
    • Media Room
  • Contact Us
    • Schedule Strategy Session
    • Office Locations
  • Home
  • Start Here
    • Becoming a Client
    • Our Story
    • Our Approach & Values
    • Meet the Team
    • Client Testimonials
  • PROTECT MY FAMILY
    • Estate Planning
    • Wills and Trusts
    • Power of Attorney
    • Deeds & Real Estate Transfers
  • Specialized Planning
    • Minor Children
    • Special Needs Trusts
    • Asset Protection Planning
    • Irrevocable Trusts
  • Elder Care
    • Long term Care
    • Medicaid (ALTCS)
    • Guardianship
  • Probate
    • Do I Need Probate?
    • Avoiding Probate
    • Trust Administration
  • Business Planning
    • Business Formations
    • Business Succession Planning
    • Operating Agreements
    • Employment Agreements
  • Resources
    • Estate Planning Blog
      • Estate Planning
      • Elder Law
      • Probate
      • Business Succession
      • Guardianship
    • Videos & Recordings
    • Seminars & Webinars
    • Free Estate Planning Masterclass
    • Educational Library
    • Estate Planning Resources For Professional Advisors
    • FAQs
    • Media Room
  • Contact Us
    • Schedule Strategy Session
    • Office Locations

Category: Social Security

Serving Clients Across Gilbert, Queen Creek, and the Surrounding Area

Book A Call Now

Call Us

(602) 910-4068

Schedule a FREE Strategy Session

Book a Call With LifePlan Legal AZ

WATCH OUR FREE 20-MINUTE ESTATE PLANNING MASTER CLASS

How Do I Maximize My IRA?
Estate Planning

How Do I Maximize My IRA?

Use these suggestions to boost the balance in your retirement nest egg.

Read More »
July 26, 2022
What Is a TOD Beneficiary?
Asset Protection

What Is a TOD Beneficiary?

A person named as a transfer on death (TOD) beneficiary for an account will receive the assets held in it when the account owner dies.

Read More »
July 13, 2022
What Is the Best Way to Leave Money to Children?
Charitable Planning

What Is the Best Way to Leave Money to Children?

Providing for future generations shouldn’t be (overly) taxing. To manage taxes as you pass down your assets, look into UTMAs, 529s, child IRAs and trusts.

Read More »
June 28, 2022
Senior Second Marriages and Estate Planning
Asset Protection

Senior Second Marriages and Estate Planning

More Americans are now getting married over the age of 65 than ever before. Even though this may be a second or third marriage for many, caregivers should nevertheless be aware of certain aspects that shouldn’t be ignored amidst all the wedding plans and celebrations.

Read More »
June 17, 2022
When a Spouse Dies, Does Survivor Get Their Social Security Benefits?
Estate Planning

When a Spouse Dies, Does Survivor Get Their Social Security Benefits?

When you’re gone, your spouse’s income will take a major hit–one that can be worsened significantly, if you make the wrong decision about when to claim.

Read More »
June 8, 2022
Common Mistakes in Claiming Social Security
Elder Law

Common Mistakes in Claiming Social Security

Social Security benefits serve an essential role in most Americans’ retirement plans. Yet many people — even soon-to-be retirees — know little about how the program works or how to get the most from the benefits they’ve earned.

Read More »
October 20, 2021
How Do I Stay Clear of Mistakes when I Switch Medicare?
Elder Law

How Do I Stay Clear of Mistakes when I Switch Medicare?

If you get your health insurance through the public marketplace and are nearing age 65, don’t forget about Medicare.

Read More »
October 8, 2021
What Happens to My Home If I Leave It to a Medicaid Recipient in My Will?
Asset Protection

What Happens to My Home If I Leave It to a Medicaid Recipient in My Will?

My daughter is on Medicaid. If I give her my home in my will, what will happen to her benefits?

Read More »
September 9, 2021
Make the Most of a Roth IRA, Even If You’re Not Ultra-Wealthy
Estate Planning

Make the Most of a Roth IRA, Even If You’re Not Ultra-Wealthy

For traditional 401(k) plans and IRAs, you generally get a tax break when you make contributions and then pay taxes on the withdrawals in retirement. In contrast, Roth versions of those accounts come with no upfront tax break, but qualified withdrawals are excluded from federal income taxes.

Read More »
August 9, 2021
Elder Law

Fraudsters Continue to Target Elderly

Scams target people of all ages, but the most vulnerable tend to be older adults—and the money they lose can have a big impact on their retirement.

Read More »
July 19, 2021
« Previous Page1 Page2 Page3 Page4 Page5 Page6 Next »
Subscribe!

Sort by Category
  • Advanced Directives
  • ALTCs
  • Alzheimer's Disease
  • Asset Protection
  • Business Formations
  • Business Succession
  • Charitable Planning
  • Dementia
  • Elder Law
  • Estate Administration
  • Estate Planning
  • Estate Tax
  • Guardianship
  • Life Insurance
  • Medicaid
  • Medicare
  • News
  • Power of Attorney
  • Probate
  • Retirement
  • Social Security
  • Special Needs
  • Trust Administration
  • Uncategorized
  • Wills & Trusts
Recent Posts
  • Resources for Children with Developmental Disabilities
  • Protecting Your Business with Life Insurance
  • Managing a House After a Relative’s Death
  • How Does a No-Contest Clause Protect Your Will?
  • How to Talk with Children About a Grandparent with Dementia

Contact Us

All fields marked with an “ * ” are required

Practice Areas

Conservatorship Lawyer Mesa, AZ
End-Of-Life Planning Lawyer Mesa, AZ
Estate Planning Lawyer Mesa, AZ
Guardianship Lawyer Mesa, AZ

Wills And Trusts Lawyer Mesa, AZ
Living Will Lawyer Mesa, AZ
Business Formation Lawyer Mesa, AZ

Estate Administration Lawyer Mesa, AZ
Asset Protection Lawyer Mesa, AZ
Living Trust Lawyer Mesa, AZ

estate planning law firm
Facebook-f Twitter Linkedin-in Youtube Instagram Rss

Our Mesa Office

2500 S Power Road Bldg 14
Suite 132
Mesa, AZ 85209

Phone Number: (602) 910-4068

Our Gilbert Office

1425 S. Higley Road #106
Gilbert, AZ 85296

Copyright © 2025 – LifePlan Legal AZ. All rights reserved. Some artwork provided under license agreement. Privacy Policy | Disclaimer | Sitemap